Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$230K Buy
2025
Q2
$233K Sell
2025
Q1
$226K Sell
2024
Q4
$1.11M Sell
2024
Q3
$1.34M Buy
2024
Q2
$1.13M Buy
2024
Q1
$1.27M Buy
2023
Q4
$246K Buy
2023
Q3
$212K Sell
2023
Q2
$299K Sell
2023
Q1
$438K Sell
2022
Q4
$2.1M Buy
2022
Q3
$1.46M Buy
2022
Q2
$1.75M Buy
2022
Q1
$1.88M Buy
2021
Q4
$2.28M Sell
2021
Q3
$2.02M Buy
2021
Q2
$2.08M Buy
2021
Q1
$1.77M Buy
2020
Q4
$1.78M Sell
2020
Q3
$1.73M Sell
2020
Q2
$1.4M Sell
2020
Q1
$1.21M Buy